KINGSWOOD WEALTH ADVISORS, LLC

Position in DRI — Darden Restaurants Inc

CIK 1987855 SAN DIEGO, CA

Position in DRI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,671,977

+$73,271 QoQ

Shares Held

8,116

-0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#393

of 1,079 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $7,312,513 across 6 Restaurants names. DRI ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MCD	Mcdonalds Corp	13,059	$3,529,978
2	DRI	Darden Restaurants Inc This page	8,116	$1,671,977
3	SBUX	Starbucks Corp	10,392	$1,061,958
4	YUM	Yum Brands Inc	3,459	$552,955
5	CAVA	Cava Group, Inc.	3,411	$267,695
6	DPZ	Dominos Pizza Inc	770	$227,950

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,671,977	8,116	-0.5%	Shares	Sole	2026-07-27
2026-03-31	$1,598,706	8,155	-1.3%	Shares	Sole	2026-04-28
2025-12-31	$1,520,373	8,262	+437.9%	Shares	Sole	2026-01-28
2025-09-30	$292,392	1,536	+52.2%	Shares	Sole	2025-10-23
2025-03-31	$209,629	1,009	-15.4%	Shares	Sole	2025-07-25
2024-12-31	$222,534	1,192	-70.3%	Shares	Sole	2025-01-22
2024-09-30	$659,474	4,018	+20.6%	Shares	Sole	2024-10-21
2024-06-30	$504,046	3,331	+1.2%	Shares	Sole	2024-07-09
2024-03-31	$550,424	3,293	+1.1%	Shares	Sole	2024-04-15
2023-12-31	$535,125	3,257	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.